WWC
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Waypoint Wealth Counsel’s Western Digital WDC Stock Holding History

Waypoint Wealth Counsel’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$709K Sell
2,621
-275
-9% -$71.8K 0.37% 47
2025
Q4 		$499K Buy
2,896
+390
+16% +$59.1K 0.18% 108
2025
Q3 		$301K Buy
+2,506
New +$205K 0.12% 170

Other funds holding WDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waypoint Wealth Counsel's WDC Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Western Digital (WDC) stake by 9.5% in Q1 2026, selling an estimated $71.8K and leaving 2,621 shares worth $709K. The position accounts for 0.37% of the portfolio, ranked #47.

Waypoint Wealth Counsel first reported a position in WDC in Q3 2025 and has held it in 3 quarters since. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

  • Waypoint Wealth Counsel held 2,621 shares of Western Digital worth $709K as of Q1 2026.
  • Waypoint Wealth Counsel sold 275 Western Digital shares in Q1 2026, an estimated $71.8K.
  • Western Digital made up 0.37% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #47 holding.
  • Waypoint Wealth Counsel first reported a position in Western Digital in Q3 2025 and has held it in 3 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.